Wealth Management Client Associate

BMO Nesbitt Burns in Oakville, Ontario seeks a Client Service Associate to support Investment Advisors, handle day-to-day client needs, and execute client-initiated trades with professional service. This client-facing, IR-licensed role focuses on delivering personalized wealth management assistance.

Candidates typically have 3–5 years of experience and a CIRO Investment Representative license, with strong relationship-building and regulatory knowledge to ensure compliant client outcomes.